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UniProfiAnlage (2024)/  LU0364819192  /

Fonds
NAV2024-05-14 Chg.0.0000 Type of yield Investment Focus Investment company
112.1300EUR 0.00% reinvestment Other Funds Worldwide Union Investment(LU) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2016 - - - - - - - - 0.21 -1.88 -1.35 0.74 -
2017 -1.20 1.54 -0.69 0.11 0.21 -1.25 0.03 1.05 -0.29 0.65 -0.15 -0.54 -0.58%
2018 -1.10 -0.24 0.40 -0.07 1.14 -0.37 -0.13 0.17 -0.78 -0.37 0.18 -0.18 -1.34%
2019 0.86 0.13 1.07 0.03 0.24 0.95 0.47 0.50 -0.54 -0.76 0.06 -0.27 +2.75%
2020 0.57 -0.48 -3.15 0.64 -0.10 0.43 0.13 -0.03 -0.10 -0.10 0.79 0.03 -1.43%
2021 -0.10 -0.15 0.66 -0.03 0.09 0.04 0.13 -0.02 -0.61 -0.10 -0.07 0.26 +0.11%
2022 -0.75 -0.98 -1.02 -1.30 -0.33 -1.69 1.42 -1.78 -1.95 0.17 0.85 -1.01 -8.10%
2023 1.11 -0.53 0.54 0.05 0.04 0.12 0.60 -0.29 -0.44 -0.20 1.22 1.10 +3.36%
2024 0.25 0.57 0.82 -0.13 0.57 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 1.18% 1.16% 1.29% 1.95% 1.92%
Sharpe ratio 1.70 3.36 0.25 -2.52 -2.37
Best month +1.10% +1.22% +1.22% +1.42% +1.42%
Worst month -0.13% -0.13% -0.44% -1.95% -3.15%
Maximum loss -0.45% -0.45% -1.12% -9.05% -10.96%
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+2.08%
6 Months  
+3.76%
1 Year  
+4.14%
3 Years
  -3.22%
5 Years
  -3.64%
10 Years     -
Since start
  -5.79%
Year
2023  
+3.36%
2022
  -8.10%
2021  
+0.11%
2020
  -1.43%
2019  
+2.75%
2018
  -1.34%
2017
  -0.58%